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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gotham Asset Management
New York
$225K +$42K +1,440 +23%
IFWM
202
Institute for Wealth Management
Colorado
$225K +$228K +7,829 New
TWC
203
TD Waterhouse Canada
Ontario, Canada
$224K +$18.2K +626 +9%
VI
204
Vestcor Inc
New Brunswick, Canada
$221K +$223K +7,662 New
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$218K +$22.4K +769 +11%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$217K +$816 +28 +0.4%
KeyBank National Association
207
KeyBank National Association
Ohio
$210K +$13.8K +472 +7%
HCM
208
Hilton Capital Management
New York
$205K -$547K -18,772 -72%
JMPWA
209
JP Morgan Private Wealth Advisors
California
$197K +$117K +4,006 +142%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$189K -$7.23K -248 -4%
FTDI
211
First Trust Direct Indexing
Massachusetts
$187K +$1.17K +40 +0.6%
YCM
212
Yousif Capital Management
Michigan
$185K +$12.5K +430 +7%
C
213
Covestor
United Kingdom
$182K +$184K +6,305 +23,352%
CAM
214
Carret Asset Management
New York
$176K
BRWA
215
B. Riley Wealth Advisors
Florida
$174K +$14K +481 +9%
DTL
216
Dynamic Technology Lab
Singapore
$169K -$219K -7,504 -56%
SWA
217
Sutton Wealth Advisors
Florida
$168K
X
218
Xponance
Pennsylvania
$166K +$1.25K +43 +0.8%
Franklin Resources
219
Franklin Resources
California
$162K +$13.3K +458 +9%
VIA
220
Vident Investment Advisory
Georgia
$161K -$5.42K -186 -3%
CT
221
Cambridge Trust
Massachusetts
$152K -$154K -5,270 -50%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$151K -$1.34K -46 -0.9%
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$151K
Wolverine Trading
224
Wolverine Trading
Illinois
$151K +$151K +5,174 New
VC
225
Veracity Capital
Georgia
$151K +$153K +5,239 New